Westside Investment Management, Inc.
CIK: 0001538383Latest portfolio: $625.1M · Q4 2025
Holdings
1,495
Total Value
$625.1M
New Positions
1,481
Closed Positions
0
Top Holdings
View All 1,495 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 84,514 | $22.9M | 3.67% | NEW | |
| 2 | VYMVANGUARD HIGH | 144,967 | $20.8M | 3.33% | NEW | |
| 3 | VTIVANGUARD TOTAL | 57,809 | $19.4M | 3.10% | NEW | |
| 4 | NDQINVESCO QQQ | 28,406 | $17.4M | 2.79% | NEW | |
| 5 | TPCTUTOR PERINI | 226,422 | $15.2M | 2.43% | NEW | |
| 6 | MSFTMICROSOFT CORP | 27,634 | $13.3M | 2.13% | NEW | |
| 7 | GOOGLALPHABET INC | 37,558 | $11.8M | 1.88% | NEW | |
| 8 | HROWHARROW INC | 181,351 | $8.9M | 1.42% | NEW | |
| 9 | AVGOBROADCOM INC | 25,214 | $8.7M | 1.40% | NEW | |
| 10 | NVDANVIDIA CORP | 46,053 | $8.7M | 1.39% | NEW | |
| 11 | AMZNAMAZON COM | 36,988 | $8.5M | 1.37% | NEW | |
| 12 | AGGISHARES CORE | 85,098 | $8.5M | 1.36% | NEW | |
| 13 | METAMETA PLATFORMS | 12,554 | $8.3M | 1.33% | NEW | |
| 14 | GQ9SPDR GOLD | 20,398 | $8.1M | 1.29% | NEW | |
| 15 | SWOXXSCHWAB MUNICIPAL MONEY ULTRA | 7,989,857 | $8.0M | 1.28% | NEW | |
| 16 | ETONETON PHARMACEUTICALS | 470,440 | $8.0M | 1.27% | NEW | |
| 17 | UBERUBER TECHNOLOGIES | 94,005 | $7.7M | 1.23% | NEW | |
| 18 | VCRVANGUARD CONSUMER | 18,909 | $7.4M | 1.19% | NEW | |
| 19 | GOOGALPHABET INC | 20,920 | $6.6M | 1.05% | NEW | |
| 20 | PBIPITNEY BOWES | 618,364 | $6.5M | 1.05% | NEW | |
| 21 | VIGVANGUARD DIVIDEND | 28,777 | $6.3M | 1.01% | NEW | |
| 22 | COHRCOHERENT CORP | 31,510 | $5.8M | 0.93% | NEW | |
| 23 | IUSBISHARES CORE | 118,538 | $5.5M | 0.88% | NEW | |
| 24 | SDYSTATE STREET | 37,505 | $5.2M | 0.83% | NEW | |
| 25 | CGBLCAPITAL GROUP | 146,270 | $5.2M | 0.83% | NEW |
Quarterly Changes
Sector Breakdown
TechnologyNaN% ($InfinityT)
Financial ServicesNaN% ($InfinityT)
UnknownNaN% ($InfinityT)
Industrials0.0% ($1.5174653644263535e+262T)
Healthcare0.0% ($8.88679553821328e+259T)
Consumer Cyclical0.0% ($8.5374413177916e+207T)
Energy0.0% ($4.314262572411931e+115T)
Communication Services0.0% ($1.1755828765643462e+110T)
Consumer Defensive0.0% ($9.866224873843033e+95T)
Basic Materials0.0% ($4.733541451351326e+89T)
Utilities0.0% ($2.932342292111652e+86T)
Real Estate0.0% ($2.5014180403731293e+76T)
Filing History
Fund Information
Westside Investment Management, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $625.1M across 1,495 holdings. The largest position is APPLE INC (AAPL), representing 3.7% of the portfolio. Compared to the previous quarter, the fund opened 1,841 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.